-31.0%
PSCE price history and return analytics
+221.8%
-252.8%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.4% |
| 7D | +7.2% | +2.4% | +4.9% | +4.0% |
| 30D | -8.8% | -1.5% | -7.3% | -7.2% |
| 3M | -10.1% | -4.1% | -6.0% | -5.5% |
| 6M | -10.2% | +0.6% | -10.7% | -12.1% |
| YTD | +28.9% | +11.0% | +17.9% | +8.5% |
| 1Y | +30.2% | +13.3% | +16.8% | +6.4% |
| 3Y | +12.3% | +73.4% | -61.1% | -49.2% |
| 5Y | +47.1% | +57.4% | -10.3% | -22.9% |
| All | -31.0% | +221.8% | -252.8% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling